Personal Financial Consultant (Account Opening, Insurance & Investment)

Job Summary:

Personal Financial Consultant provides tailored financial advice to retail customer, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning.

What you will be doing:

• Provide high quality one-stop retail banking services to retail banking customers

• Promote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunities

• Solicit potential business opportunities and make referrals to related segments

• Ensure all the activities are complied with regulatory requirements and bank policies

• Perform other related duties as assigned

What we are looking for:

• Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent

• Qualifications of HKSI & IIQE are required; Candidates who possess either the HKSI or IIQE qualification are also welcome but obtaining HKSI and IIQE qualifications within the probation period is required. (e.g. CPA, HKSI, IIQE, etc.)

• At least 1 year of relevant experience, preferred in Banking & FI background

• Good command of MS Office and computer skills

• Sales-driven, result-oriented and be able to work under pressure

• Good communication and interpersonal skills

• Good spoken English, Cantonese and Mandarin

• Qualification of ECF (Retail Wealth Management) is preferred

• More experience will be considered as Senior Personal Financial Consultant